Why I am Bullish on Mapletree Logistics Trust

$MAPLETREE LOGISTICS TRUST(M44U.SI)$ is Singapore's first Asia focused logistics Reit.  The logistics industry is going through an unprecedented and rapid transformation. Can you imagine a world where nothing would be transported or delivered?  The global logistics market is estimated to reach USD15. 5 Trillion by 2023 in terms of revenue alone.

Therefore MLT is poised to grow exponentially.  MLT is acquiring a portfolio of 17 Grade A logistics assets with an average age of 1.6 years in China, Vietnam and Japan for a combined total value of SGD1. 4 Billion.

Hence MLT is currently raising funds to acquire the latest acquisition which will be dividend accretive.  Total gross proceeds of the fund raising exercise will be SGD692. 8 million comprising of SGD400 million from private placement and SGD282. 8 million. 

MLT Gross Revenue for 2Q FY21/22 was SGD165. 1 million, an increase of 25.2% year on year. Net Property Income rose 21.5% to SGD144. 4million.

Growth was driven by higher revenue from existing properties and contributions from new accretive acquisitions.

The good news for investors is that the Distribution Per Unit rose 5.7% year on year to 2.173cents.

With such great earnings and increasing DPU, I am most bullish on $MAPLETREE LOGISTICS TRUST(M44U.SI)$ !  Moreover, MLT has a great management team and a strong sponsor in Mapletree Investments with Assets Under Management of SGD 66.3 billion. The parent company is also backed by Temasek Holdings too.

$MAPLETREE LOGISTICS TRUST(M44U.SI)$ will stay relevant in today's global logistics market.  Go Long, Go Strong, Go MLT! That's my maxim.

@小虎活动 SG Stocks

@小虎AV  SG Stocks

@TigerStars

免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。

举报

评论462

  • 推荐
  • 最新
  • AgathaHume
    ·2021-12-07
    I can see their profitability is very good. I'll take a look at their financial statements.😁
    回复
    举报
    收起
    • koolgal
      Thanks. 
      2021-12-07
      回复
      举报
  • FabianGracie
    ·2021-12-07
    under today's conditions, how to carry out virus-free express transportation is the most important. could they do it ? 🤔🤔🙃
    回复
    举报
    收起
    • koolgal
      They have to manage it as the economy depends on the logistics to transport things from point to point.
      2021-12-07
      回复
      举报
  • Carolchenziw
    ·2021-12-10

    这篇文章不错,转发给大家看看

    回复
    举报
    收起
    • koolgal
      Thanks
      2021-12-10
      回复
      举报
  • LesleyNewman
    ·2021-12-07
    which makes me wonder what they do? and how do they manage their money? This reflects the competence of their CEO
    回复
    举报
    收起
    • koolgal
      They are specialised in logistics and only in Asia.
      2021-12-07
      回复
      举报
  • JackPowell
    ·2021-12-07
    🤣at present, the development of Singapore's real estate industry is very good, will indeed be a good choice.
    回复
    举报
    收起
    • koolgal
      Yes that is true. Thanks for sharing.
      2021-12-07
      回复
      举报
  • 老特资本
    ·2021-12-09
    [开心] [开心] [开心]
    回复
    举报
    收起
    • koolgal
      Thanks
      2021-12-09
      回复
      举报
  • JulianAlerander
    ·2021-12-07
    they take a long view. I like companies like that. I buy at the right time.
    回复
    举报
    收起
    • koolgal
      That's great. Thanks for sharing
      2021-12-07
      回复
      举报
  • 达达里奥
    ·2021-12-10
    SG 的REIT 长线拿是不错👍
    回复
    举报
    收起
    • koolgal
      Yes I agree. Thanks
      2021-12-10
      回复
      举报
  • KLYS
    ·2021-12-15
    kind
    回复
    举报
    收起
    • koolgal
      Thanks
      2021-12-15
      回复
      举报
  • 厉风
    ·2021-12-12
    [微笑]
    回复
    举报
    收起
    • koolgal
      Thanks
      2021-12-15
      回复
      举报
  • 美柚
    ·2021-12-11
    回复
    举报
    收起
    • koolgal
      Thanks
      2021-12-12
      回复
      举报
  • traderWong
    ·2021-12-11
    感谢分享
    回复
    举报
    收起
    • koolgal
      My pleasure
      2021-12-11
      回复
      举报
  • Dollarmagnet
    ·2021-12-10
    Ok
    回复
    举报
    收起
    • koolgal
      Thanks
      2021-12-10
      回复
      举报
  • 世虎
    ·2021-12-10
    [财迷]
    回复
    举报
    收起
    • koolgal
      Thanks
      2021-12-10
      回复
      举报
  • 黑色枪骑
    ·2021-12-10
    不错
    回复
    举报
    收起
    • koolgal
      Thanks
      2021-12-10
      回复
      举报
  • 牛年吉祥
    ·2021-12-10
    学习
    回复
    举报
    收起
    • koolgal
      Thanks
      2021-12-10
      回复
      举报
  • 41bd63a7
    ·2021-12-09
    回复
    举报
    收起
    • koolgal
      Thanks
      2021-12-10
      回复
      举报
  • jytock
    ·2021-12-09
    [Miser]
    回复
    举报
    收起
    • koolgal
      Thanks
      2021-12-09
      回复
      举报
  • 57号兵站
    ·2021-12-09
    看好
    回复
    举报
    收起
    • koolgal
      Thanks
      2021-12-09
      回复
      举报
  • 戴维斯双杀
    ·2021-12-09
    OK
    回复
    举报
    收起
    • koolgal
      Thanks
      2021-12-09
      回复
      举报